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Option to keep discount/special price when changing quantity

Currently when you change the quantity on a line within the CRM the discount is reset to zero. I think there should be a system option to allow customers to decide whether the discount is reset to zero; or the discount already applied should t...
Guest over 4 years ago in CRM App 3 Good idea awaiting more votes

Default sales person in opportunity with current user

Customers would like that when creating an opportunity or contact that the sales person field sets the user as default instead of having to select it every time.
Guest about 4 years ago in  2 Good idea awaiting more votes

Add Recent Purchase Price to Quote Line Entity

A customer would find it useful to be able to see the recent purchase price of a product on the quote line. At the moment you need to navigate to the recent purchase product search to view this information when quoting. Rather than going to this d...
Guest over 4 years ago in CRM App 2 Good idea awaiting more votes

Automatic Report Scheduling/Subscription

Speaking with a current prospect who has a desire to set up automated reports. Fantastic that he can build his own reports from the web but he then wants it sent to him every Friday 3pm. I think it would be a great idea to add the ability to add a...
Guest about 7 years ago in  5 Good idea awaiting more votes

Ability to report on RFM History

A customer would like the ability to see when a customer changed from one segement to another and be able to report on this. At the moment you are only able to see thier current segement in the RFM Anayalsis
Guest about 4 years ago in CRM App 1 Good idea awaiting more votes

Set Currency Against Opportunity Value

Currently the opportunity value is shown in the home currency. However a customer who quotes in multiple currencies would find it useful to show the opportunity value in the currency of the prospect/customer rather than the home currency. Probably...
Guest over 4 years ago in CRM App 10 Good idea awaiting more votes

Process to Dedupe CRM Contact Records

It would be really good to be able to dedupe your existing customer data
Dan Bryant about 7 years ago in  2 Good idea awaiting more votes

Ability to create a report and then share with specific colleagues or your Dictionary/user group

If we need to share a report with other users the report is saved in Shared Reports but it would be useful if you could only share with members of your own team - the whole company do not need access to the report
Guest almost 5 years ago in CRM App 1 Good idea awaiting more votes

Change quote parent from Contact to Opportunity

It would be useful for customers to be able to move the parent of their Quotes from under a Contact in the CRM to be under an Opportunity instead. Currently the change parent functionality only allows you to move Quotes between Contacts and Divis...
Guest about 5 years ago in CRM App 0 Good idea awaiting more votes

Add Date Range to Top Product Reports

A customer would find it useful on the top product graphs in the sales analysis page to filter by a date range. E.g. for orders placed between 01/01/2021 - 31/12/2021.
Guest over 3 years ago in CRM App 3 Good idea awaiting more votes